Hi All,
I currently bank with Lloyds and TSB, both of which do not work well with QF (IMO). I want to change my banking to any bank that automatically feeds transactions into QF, just like Paypal, so I don’t have to manually transfer statements. Any recomendations?
Cheers
Gary
Barclays would be the best option. We have a fully automated feed with Barclays, transactions are imported into your QuickFile account automatically every night.
How do I set up my account with Barclays?
The only thing I can see is the Chrome browser plugin?
Hi @Hypehomes
You need to make sure the bank account is set up as a Barclays account, and a feed button will appear (pink arrows)
To change the bank, you can either click the cog or press the ‘settings’ button (blue arrows)
Sorted! thanks again.
I’ve had a couple of transactions done today, set this up yesterday. I’m assuming it will just filter through each day?
That’s right - it runs in the early hours of the morning and pulls in any transactions since it’s last run (it won’t pull in historic transactions, only new ones since it was set up).
The transactions from today will show up tomorrow, providing they’re showing on your online account 
I didn’t know that you had finally managed to set up proper hooks into a bank account. I know you have been trying for a while, I assumed we were still on the clunky browser based screen scrape (I appreciate this was a bank issue not a QF issue) so good news.
If Barclays works directly like this it may be worth a switch.
Hi @Paul,
The Barclay’s feed does work a little bit different to the others which allows us to automate it. Barclay’s works quite well, but it’s not something new that we’ve added - it’s been here for a while. Wish the other banks were as easy!
Barclays still utilise some form of screen scraping under the hood. Unfortunately none of the major UK banks offer any kind of trusted feed that we can link into, much to our dismay!
That may change as the government announced in the 2015 Budget that all banks must set in place an open API for data access. I understand the initial release for read-only data is set to go live early 2017, you can read the full report here:
Theoretically it is possible to still use a similar screen-scraping approach for other banks (providing they don’t enforce some sort of 2-factor login, e.g. pin sentry). The problem is a few banks actively lock customer accounts who utilise such tools, also maintenance of these feeds is really complex, leading to very poor reliability and user experience. Right now we just don’t feel it’s worth going beyond what we currently have, particularly in light of the forthcoming changes.
